Podcast Archive

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This week Chris, Tom, and Ben cover something a little different - their "origin" stories. Hear how the boys ended up involved in markets, what they love about them, and how they think they can beat them.

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CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.

ASX 200 flip flopped to close up 16 points at 7505 (0.2%) after a strong rally eased and turned negative on CV19 woes. Banks in trouble today as the Big Bank Basket dropped to $181.76, with CSL also falling 0.2% despite huge uptake of ‘RastaZeneca’. Resources stocks were the winners as the USD fell and iron ore regained its composure. FMG rewarded Twiggy with a $4bn dividend cheque and rose 6.6%, BHP up 2.5% and elsewhere base metal stocks recovered, S32 up 6.2% and PLS in the lithium space doing well up 6.3%. Gold miners also in demand following the rise in bullion, NCM up 1.6% and EVN rising 0.5%.

Industrials were mildly better with WOW up 1.2%, ALL up 1.2% and BXB rising 1.0%. Tech stocks were mixed, APT rallied 1.5%, ALU crashed 14.2% on its results and it’ inability to find an auditor. Results continued to dominate but we are nearing the end in a generally solid season of earnings although the outlook clouded by CV19 lockdowns.

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Welcome to the new MT Breakfast Briefing Podcast. 

This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps. 

Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.

ASX 200 fights back from early losses to close down 3 points to 7488 ahead of Powell’s appearance on Zoom. Banks were slightly firmer with the Big Bank Basket up slightly to $183.49. CSL performed well with the rest of healthcare flat, Resources eased as BHP fell 0.6% and MIN slipped 1.4%.

Base metal and lithium stocks were depressed as ORE dropped 5.3% and PLS down 6.6%. Industrials were mixed as Tech slipped on APT falling 1.4% and two of the troubled stocks APX and A2M continued to sour.

Corporate news again dominated, WES slipped 2.8% despite a $2 special dividend and DDR fell 8.1% on a sale of stock from Mr Dicker. Travel stocks were mixed with QAN flying 2.2% on analyst comments, WEB down 2.0% and FLT modestly lower.

On The Couch this week Henry talks to a friend of his, Mike Conway or should I say the Honourable Professor Mike Conway or even musician Mike Conway. 

Mike as you will hear is a man of many talents but today, we are talking about Mike’s business which focuses on getting the best out of people. Mike is a strategist, leader and consultant at executive level and has worked with Deloittes, EY and even The Wiggles. 

He is known for his unconventional approach to a winning mental strategy. Whether you are an experienced investor, trader or new to the world of share investing, it is important to have the right mental attitude. Mike can help you with that.

Recently Mike has been working with our national soccer team and Sydney FC as well as some of our successful Olympians. His company XVenture has produced a number of successful TV series and works with businesses to provide fast and lasting learning outcomes.

Win up to $3000 by picking the best performing stock on the ASX. Submit your entry for the One Stock Portfolio Competition today.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

Welcome to the new MT Breakfast Briefing Podcast. 

This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps. 

Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

ASX 200 finished down 41 at 7491 as CV19 cases and Jackson Hole event kept buyers cautious. Growth stocks under a little pressure with big miners slipping despite iron ore price rises and commodities picking up elsewhere. Banks held firm with the Big Bank Basket at $182.98. 

Results though the main focus, travel stocks doing well after QAN results and Alan Joyce’s unbounded optimism on international re-openings. QAN rose 3.5%, WEB up 0.7% and FLT reported today rose 4.0%. In other corporate news, APX slumped 21.4% after their numbers and an acquisition, A2M soured 11.8% as it continues with a strategic review, LNK broke on its numbers down 12.6% and IFL slipped 10.4% perhaps treated a little harshly. In the green corner, FCL produced the goodies and rose 15.5% with AEF up 4.0% on its numbers at the top end of the guidance.

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The market swamped by 40 results today. We are recovering from an early sell-off. All eyes on Jackson Hole. A Member gives us another "Sign of the Top". We paraphrase a great article by Shane Oliver on China. We celebrate the defeat of the French at the Battle of Crecy. But the main value today is in a layman's explanation of money printing, which attempts to explain why interest rates are low, why the US dollar fell over, why the bond and equity markets are up and how the Fed stimulates the economy and manipulates interest rates. 

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

Welcome to the new MT Breakfast Briefing Podcast. 

This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps. 

Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

ASX 200 closes up 29 points to 7532 in what is becoming Groundhog Day. A strong start on the back of US markets then, Gladys steps up to the microphone to do her thing, and we are in dire straits. Once again though a narrow range of trade with resources the stand outs. BHP up 1.3% , FMG up 2.6% and RIO leading the charge. Base metal stocks also in demand, MIN up 3.5% and LYC up 5.7%. Defensives weakened as money sloshed to the growth stories. Bank held firm and healthcare slightly weaker. Results were again the feature as WTC went nuts up 28.5% LOV was a jewel in the crown up 17.6% and BVS slumped 16.0% on its results. APT and Z1P were both out together and were not as expected, Z1P fell 2.6% as it made a huge write down on its Quadpay acquisition and APT is really driven by Square now but slightly disappointing. NEC fell 9.7% on its results and BTH returned after a capital raise and an acquisition running 24.4%.